Atticus Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
2,681
+40
| +2% | +$3.27K | 0.06% | 158 |
|
|
2025
Q1 | $208K | Sell |
2,641
-528
| -17% | -$41.6K | 0.07% | 115 |
|
|
2024
Q4 | $240K | Sell |
3,169
-375
| -11% | -$28.4K | 0.07% | 106 |
|
|
2024
Q3 | $286K | Buy |
3,544
+557
| +19% | +$45K | 0.09% | 101 |
|
|
2024
Q2 | $204K | Buy |
2,987
+1,080
| +57% | +$73.6K | 0.07% | 113 |
|
|
2024
Q1 | $125K | Buy |
1,907
+3
| +0.2% | +$197 | 0.04% | 147 |
|
|
2023
Q4 | $121K | Buy |
1,904
+13
| +0.7% | +$823 | 0.04% | 149 |
|
|
2023
Q3 | $111K | Sell |
1,891
-23
| -1% | -$1.36K | 0.04% | 165 |
|
|
2023
Q2 | $125K | Sell |
1,914
-622
| -25% | -$40.7K | 0.05% | 161 |
|
|
2023
Q1 | $172K | Sell |
2,536
-6,687
| -73% | -$453K | 0.07% | 141 |
|
|
2022
Q4 | $650K | Buy |
9,223
+829
| +10% | +$58.4K | 0.27% | 67 |
|
|
2022
Q3 | $589K | Hold |
8,394
| – | – | 0.28% | 49 |
|
|
2022
Q2 | $589K | Sell |
8,394
-10,102
| -55% | -$709K | 0.24% | 61 |
|
|
2022
Q1 | $1.38M | Buy |
18,496
+949
| +5% | +$70.7K | 0.5% | 39 |
|
|
2021
Q4 | $1.26M | Buy |
17,547
+12,476
| +246% | +$893K | 0.49% | 37 |
|
|
2021
Q3 | $324K | Buy |
5,071
+500
| +11% | +$31.9K | 0.14% | 81 |
|
|
2021
Q2 | $289K | Buy |
4,571
+161
| +4% | +$10.2K | 0.13% | 92 |
|
|
2021
Q1 | $283K | Buy |
4,410
+1,378
| +45% | +$88.4K | 0.13% | 90 |
|
|
2020
Q4 | $190K | Buy |
3,032
+464
| +18% | +$29.1K | 0.1% | 101 |
|
|
2020
Q3 | $152K | Sell |
2,568
-4,226
| -62% | -$250K | 0.09% | 102 |
|
|
2020
Q2 | $383K | Buy |
6,794
+4,695
| +224% | +$265K | 0.25% | 59 |
|
|
2020
Q1 | $116K | Buy |
2,099
+1,364
| +186% | +$75.4K | 0.09% | 109 |
|
|
2019
Q4 | $47K | Buy |
+735
| New | +$47K | 0.03% | 185 |
|